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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,612 | $152,619+18.3% | $125,195+44.3% | $152,909+18.1% |
| Participation rate | 46.2% | 83.3%-37.2pp | 79.8%-33.6pp | 82.5%-36.3pp |
| Annual return | 16.40% | 54.85%-38.4pp | 43.79%-27.4pp | 345.46%-329.1pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,250 | $5,869-78.7% | $4,937-74.7% | $5,851-78.6% |
| Admin fee / account holder | $2,803 | $13,437-79.1% | $9,704-71.1% | $11,601-75.8% |